Account Exec, TDEF (ATHN 221)

TD•Grande Prairie, AB

10d•Onsite

About The Position

The Account Executive is responsible for leading a go-to-market strategy to further develop an assigned database, prospect and convert new relationships, and maximize lead generation. This role involves comfort in reaching stretch objectives within the assigned territory, negotiating and structuring equipment finance and leasing transactions to meet client and TDEF requirements, and managing originated transactions from quoting through to funding. The Account Executive must understand TDEF’s value proposition by industry segment and customer profile, manage the existing portfolio to ensure customer service expectations are met, and assist the risk team with any distressed accounts. A strong financial acumen is required to read and analyze financial statements and structure value-added deals within reasonable risk tolerances and at an appropriate return. Collaboration with credit, Capital Markets, and legal teams throughout the transaction stages is essential.

Requirements

Bachelor's degree in Commerce/Business
4+ years of sales development and/or customer relationship management experience
Proven ability to thrive in a fast paced, collaborative, team-driven environment
Superior Business development skills
Possesses considerable initiative and ability to build relationships
Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth
Current knowledge of equipment finance and leasing industry
Excellent analytical skills & In-depth knowledge of Financing and Accounting
Ability to excel at administration and be exceptionally well organized
Bilingual – French/English (Quebec Only)

Nice To Haves

4+ years of related experiences in the financial industry or equipment financing
CFA, CA, CMA or MBA - Finance Program
Knowledge of financial accounting and taxation

Responsibilities

Lead a go-to-market strategy in order to further develop an assigned database, prospect and convert new relationships and maximize lead generation
Comfort reaching stretch objectives within the assigned territory
Negotiate and structure equipment finance and leasing transactions to ensure they meet the client and TDEF's requirements
Manage originated transactions wing-to-wing including quoting, credit submission, documentation and funding
Understand TDEF’s value proposition by industry segment and customer profile
Manage the existing portfolio, ensuring customer service expectations are met and assisting the risk team with any distressed accounts
Have the financial acumen to be able to read and analyze financial statements and structure a value-added deal for the client within reasonable risk tolerances at an appropriate return
Work collaboratively with credit, Capital Markets and legal teams through the various stages of each transaction